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NPIC

Neumeier Poma Investment Counsel Portfolio holdings

AUM $1.21B
1-Year Est. Return 70.48%
This Fund
S&P 500
This Quarter Est. Return
+8.39%
1 Year Est. Return
+70.48%
3 Year Est. Return
+178.35%
5 Year Est. Return
+236.44%
10 Year Est. Return
+1,032.85%
AUM
$1.21B
AUM Growth
+$3.31M
Cap. Flow
-$51.3M
Cap. Flow %
-4.23%
Top 10 Hldgs %
39.42%
Holding
45
New
2
Increased
13
Reduced
25
Closed
4

Top Buys

Rank Stock Value
1
FCN icon
FTI Consulting
FCN
+$39.4M
2
WLDN icon
Willdan Group
WLDN
+$22.8M
3
LAUR icon
Laureate Education
LAUR
+$14.2M
4
FSS icon
Federal Signal
FSS
+$8.13M
5
UMBF icon
UMB Financial
UMBF
+$8.09M

Top Sells

Rank Stock Value
1
HURN icon
Huron Consulting
HURN
+$30.2M
2
TSEM icon
Tower Semiconductor
TSEM
+$29.3M
3
EXLS icon
EXL Service
EXLS
+$24M
4
LZ icon
LegalZoom.com
LZ
+$15.9M
5
TTMI icon
TTM Technologies
TTMI
+$13.1M

Sector Composition

Rank Sector Weight
1 Industrials 34.54%
2 Technology 24.45%
3 Consumer Discretionary 15.6%
4 Financials 13.28%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMB icon
26
Limbach Holdings
LMB
$855M
$24.5M 2.02%
313,938
-4,300
-1% -$362K
ICFI icon
27
ICF International
ICFI
$1.46B
$22.7M 1.88%
348,426
-132,660
-28% -$10.8M
IDCC icon
28
InterDigital
IDCC
$7.87B
$20.6M 1.7%
68,144
-2,175
-3% -$739K
PLUS icon
29
ePlus
PLUS
$2.42B
$20.5M 1.69%
273,070
-8,360
-3% -$686K
ALG icon
30
Alamo Group
ALG
$1.94B
$20.4M 1.68%
123,511
+30,445
+33% +$5.74M
GLD icon
31
SPDR Gold Trust
GLD
$131B
$18.6M 1.53%
43,185
– –
WLDN icon
32
Willdan Group
WLDN
$1.04B
$16.5M 1.36%
+215,660
New +$22.8M
PRMB
33
Primo Brands
PRMB
$8.24B
$15.9M 1.31%
845,925
-22,160
-3% -$428K
WLY icon
34
John Wiley & Sons Class A
WLY
$2.65B
$15.6M 1.29%
410,565
+16,850
+4% +$546K
CXT icon
35
Crane NXT
CXT
$2.99B
$14.7M 1.21%
362,275
-8,740
-2% -$424K
HURN icon
36
Huron Consulting
HURN
$2.41B
$10.7M 0.88%
83,941
-200,915
-71% -$30.2M
FIX icon
37
Comfort Systems
FIX
$60.9B
$10.6M 0.87%
7,661
-6,940
-48% -$8.81M
UFPT icon
38
UFP Technologies
UFPT
$1.97B
$9.85M 0.81%
50,855
-1,265
-2% -$293K
EXLS icon
39
EXL Service
EXLS
$5.14B
$9.14M 0.75%
300,198
-694,485
-70% -$24M
CLS icon
40
Celestica
CLS
$38.1B
$6.8M 0.56%
24,148
-20,095
-45% -$5.83M
CGAU
41
Centerra Gold
CGAU
$3.36B
$4.84M 0.4%
+271,843
New +$4.83M
CBZ icon
42
CBIZ
CBZ
$2.99B
– –
-101,585
Closed -$5.12M
LZ icon
43
LegalZoom.com
LZ
$1.35B
– –
-1,597,435
Closed -$15.9M
REVG
44
DELISTED
REV Group
REVG
– –
-185,660
Closed -$11.3M
ECG
45
Everus Construction Group
ECG
$6.4B
– –
-78,744
Closed -$6.74M
1
2

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KB
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TIM
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LWIC
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DPI
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HCM
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Neumeier Poma Investment Counsel's Q1 2026 Portfolio in Review

As of Q1 2026, Neumeier Poma Investment Counsel held 45 positions worth $1.21B, up 0.27% from $1.21B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Neumeier Poma Investment Counsel withdrew a net $51.3M in Q1 2026, closing 4 positions and reducing 25 holdings. Its most notable exit was LegalZoom.com, an estimated $15.9M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 35% of assets, down from 36% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Neumeier Poma Investment Counsel opened a new position in Willdan Group worth $16.5M.

  • Neumeier Poma Investment Counsel's largest Q1 2026 buy was Willdan Group: 215,660 shares worth $16.5M.
  • Neumeier Poma Investment Counsel added most to FTI Consulting in Q1 2026, an estimated $39.4M increase.
  • Neumeier Poma Investment Counsel's biggest Q1 2026 reduction was Huron Consulting, cutting an estimated $30.2M.
  • Neumeier Poma Investment Counsel fully exited LegalZoom.com in Q1 2026, selling an estimated $15.9M.
  • Neumeier Poma Investment Counsel's ten largest holdings make up 39% of its $1.21B portfolio in Q1 2026.
  • Neumeier Poma Investment Counsel opened 2 new positions and closed 4 in Q1 2026.
  • Neumeier Poma Investment Counsel's portfolio value rose 0.27% quarter-over-quarter to $1.21B.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.